Jensen Investment Management·CIK 1106129
87
Positions
$12.0B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| ▼ -1.3% |
| 3 | MSFT | 7.63% | $912,831,966 | ▼ -0.5% |
| 4 | INTU | 5.11% | $610,623,090 | ▼ -0.5% |
| 5 | UNH | 3.55% | $425,082,532 | ▼ -0.5% |
| 6 | APH | 1.69% | $201,713,206 | ▼ -0.5% |
| 7 | KLAC | 3.50% | $419,153,285 | ▼ -0.4% |
| 8 | VRSK | 1.56% | $187,107,625 | ▼ -0.3% |
| 9 | TXN | 3.21% | $384,476,347 | ▼ -0.3% |
| 10 | WM | 2.61% | $311,775,756 | ▼ -0.2% |
| 11 | PEP | 3.68% | $440,639,682 | ▼ -0% |
| 12 | PG | 2.67% | $319,271,511 | ▼ -0% |
| 13 | K | 0.01% | $1,140,190 | ▼ -0% |
| 14 | WSM | 0.03% | $3,315,024 | SOLD |